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TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on protection.

The link between type 2 diabetes and obesity

Underwriters are aware that high BMI and diabetes are significant risk factors - what strategies to improve health and lifestyle might help?

IMPACT OF COVID-19 AND THE RACE FOR A VACCINE

Positive news for advisers and clients in these unprecedentedly challenging times.

SUPPORTING VULNERABLE CLIENTS

We consider key implications of the FCA’s focus on meeting the needs of vulnerable clients.

IMPROVING YOUR HEALTH AND LIFESTYLE

Why we're collaborating with Dr Mike Mosley to promote the benefits of a healthy lifestyle to advisers and clients.

POWERS OF ATTORNEY & VULNERABLE CLIENTS

We explain powers of attorney, the court-appointed alternatives, and financial planning for vulnerable customers.

UNIQUE SALES POINTS HAVE OUTLIVED THEIR PURPOSE

The benefits of focusing on improved protection processes, rather than the conventional USPs.

WAKING UP TO THE PROTECTION OPPORTUNITY

We consider how recommending protection can provide opportunities for wealth advisers.

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